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Services
Here’s how you can know and understand the financial status of your business, get clarity from the reports and experience growth in your business.
- You have regularly scheduled meeting with us to review reports to know where your business stands financially.
- You receive special reports to provide more insight into your business for growth and decisions.
- You get an accurate and current financial picture for loans, grants or other fiscal opportunities.
- As the business owner, you have more time to grow the business and also spend time with family and friends.
Testimonials
I value Karen’s bookkeeping expertise and have referred her to several clients who quickly gain an appreciation for the value she provides them. She is a Certified QuickBooks Pro Advisor.
Let me first say that I have been utilizing the bookkeeping services of Karen & Co. since 2001, in multiple Co’s, and I have to say that it’s been nothing short of a lifesaving experience for me and my businesses. Karen has become a personal friend and key member of my Company, and I highly value Karen in all she does for us on the daily. If you’re looking for someone that will take care of your business as if it were hers… hire Karen Bershad right away. Just make sure that you don’t give her to much work that she can’t continue to do my books. BTW – Karen comes with an amazing personality at no extra charge.
Working with Karen is a dream. She is so knowledgeable and thorough on all projects she takes on. Her organization is amazing and is an asset for any company needing her high level of service
Karen is exactly the person you want in charge of your quick books. Knowledgeable, detail oriented and meticulous she does a great job.
I highly recommend!
Karen has been doing my monthly books for about a year and a half …. which was a significant savings from my CPA doing them! She communicates with them and my payroll company as needed and is very proficient on QuickBooks. I highly recommend her services.
Since 2014, Karen has been performing my internal auditing function and quick books work. She is very knowledgeable and has exceeded my expectations with respect to the ongoing work she does for my Company.
Have more time to work on growing the business and get clarity about your finances.
Work on revenue and growth objectives not bookkeeping tasks.
Most of our clients are in these industries
and we specialize in setting up and managing
their QuickBooks specific to their needs:
QuickBooks Tips
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How to Create Credit Memos and Give Refunds in QuickBooks
We hope you don’t have to do this often, but sometimes you need to return money to customers. Here’s how to do it. You work hard creating the products and services you sell. So it’s disappointing when someone wants their money back. Sometimes it has nothing to do with the quality of the item you
April 9, 2024 -
5 Things You Should Do Every Time You Open QuickBooks Online
Not all habits are bad. Here are five good ones you should develop during each QuickBooks Online work session. Where do you go first when you sign into QuickBooks Online? Sometimes, you may have a specific reason for consulting your company’s financial information: Maybe you’re checking to see whether you sent out a specific invoice?
April 9, 2024 -
How Do You Create Projects in QuickBooks Online?
Do you need to track income and costs related to projects? QuickBooks Online makes this easy – and calculates their profitability. You’ve probably received estimates before. Maybe you needed work done on a vehicle. Your dentist might have warned you how much a new crown would cost. If you’ve ever hired a contractor to remodel
March 5, 2024 -
How Do You Set Up Users in QuickBooks?
Adding an employee? QuickBooks allows you to control his or her access to the software. Here’s how. We’ve talked before about how to keep your QuickBooks data safe from hackers, and we hope you’re still following best practices for data security. But how do you ensure the safety of your critical accounting information when you
March 5, 2024
Are you ready to know and understand
the financial status of your business,
get the clarity and accuracy
in your reports and make better
informed decisions for business growth?